Civic Intelligence

Zoellner Garten & Company

Plan context: Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust

EIN 31-1233155 • Cold Spring, KY • 7 filings • 2 plans

5952 Quartz Valley DriveCold Spring, KY 41076-7129
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$377,027

2024 Contributions

$50,335

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$377,027$188,514$0201820212024YearValue
$377,027Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320201820212024YearValue
2Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202412$377,027$50,335$25,168iApproximate average salary by contribution assumption: employee only about $629,188 at 4% or $419,458 at 6%; with 50% employer match about $419,458 at 4% or $279,639 at 6%; with 100% employer match about $314,594 at 4% or $209,729 at 6%.
Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust-2$377,027$50,335$25,168iApproximate average salary by contribution assumption: employee only about $629,188 at 4% or $419,458 at 6%; with 50% employer match about $419,458 at 4% or $279,639 at 6%; with 100% employer match about $314,594 at 4% or $209,729 at 6%.
202312$309,629$62,713$31,357iApproximate average salary by contribution assumption: employee only about $783,913 at 4% or $522,608 at 6%; with 50% employer match about $522,608 at 4% or $348,406 at 6%; with 100% employer match about $391,956 at 4% or $261,304 at 6%.
Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust-2$309,629$62,713$31,357iApproximate average salary by contribution assumption: employee only about $783,913 at 4% or $522,608 at 6%; with 50% employer match about $522,608 at 4% or $348,406 at 6%; with 100% employer match about $391,956 at 4% or $261,304 at 6%.
202213$225,826$56,398$18,799iApproximate average salary by contribution assumption: employee only about $469,983 at 4% or $313,322 at 6%; with 50% employer match about $313,322 at 4% or $208,881 at 6%; with 100% employer match about $234,992 at 4% or $156,661 at 6%.
Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust-3$225,826$56,398$18,799iApproximate average salary by contribution assumption: employee only about $469,983 at 4% or $313,322 at 6%; with 50% employer match about $313,322 at 4% or $208,881 at 6%; with 100% employer match about $234,992 at 4% or $156,661 at 6%.
202113$206,212$58,330$19,443iApproximate average salary by contribution assumption: employee only about $486,083 at 4% or $324,056 at 6%; with 50% employer match about $324,056 at 4% or $216,037 at 6%; with 100% employer match about $243,042 at 4% or $162,028 at 6%.
Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust-3$206,212$58,330$19,443iApproximate average salary by contribution assumption: employee only about $486,083 at 4% or $324,056 at 6%; with 50% employer match about $324,056 at 4% or $216,037 at 6%; with 100% employer match about $243,042 at 4% or $162,028 at 6%.
202013$139,354$8,167$2,722iApproximate average salary by contribution assumption: employee only about $68,058 at 4% or $45,372 at 6%; with 50% employer match about $45,372 at 4% or $30,248 at 6%; with 100% employer match about $34,029 at 4% or $22,686 at 6%.
Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust-3$139,354$8,167$2,722iApproximate average salary by contribution assumption: employee only about $68,058 at 4% or $45,372 at 6%; with 50% employer match about $45,372 at 4% or $30,248 at 6%; with 100% employer match about $34,029 at 4% or $22,686 at 6%.
201913$117,809$18,456$6,152iApproximate average salary by contribution assumption: employee only about $153,800 at 4% or $102,533 at 6%; with 50% employer match about $102,533 at 4% or $68,356 at 6%; with 100% employer match about $76,900 at 4% or $51,267 at 6%.
Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust-3$117,809$18,456$6,152iApproximate average salary by contribution assumption: employee only about $153,800 at 4% or $102,533 at 6%; with 50% employer match about $102,533 at 4% or $68,356 at 6%; with 100% employer match about $76,900 at 4% or $51,267 at 6%.
201812$88,681$94,410$47,205iApproximate average salary by contribution assumption: employee only about $1,180,125 at 4% or $786,750 at 6%; with 50% employer match about $786,750 at 4% or $524,500 at 6%; with 100% employer match about $590,063 at 4% or $393,375 at 6%.
Zoellner Garten & Company 401(K) Profit Sharing Plan & Trust-2$88,681$94,410$47,205iApproximate average salary by contribution assumption: employee only about $1,180,125 at 4% or $786,750 at 6%; with 50% employer match about $786,750 at 4% or $524,500 at 6%; with 100% employer match about $590,063 at 4% or $393,375 at 6%.